Integrating Birdeye with VaultRE
VaultRE is a property management software that caters to the needs of both commercial and residential real estate companies. VaultRe software helps its clients in billing and invoicing, expense management, contact management, budget management, and financial reporting. Integrating VaultRe with Birdeye will automate the sending of review requests to your customers daily.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for VaultRE:
| Trigger Name | Trigger Description |
| Vaultre Sold properties Trigger | This trigger is used to fetch purchasers' and owners' details associated with Unconditional (sold) property. |
| Vaultre Leased properties Trigger | This trigger is used to fetch landlords' and tenants' details associated with leased property. |
Contact Sync Trigger |
Contact Sync trigger is used to sync all contacts created on a daily basis from CRM to Birdeye. |
Steps of creating the token
- Login to your VaultRE dashboard.
- Click on the ‘Integrations’ tab from the left-hand menu.
- Furthermore, click on ‘Third-Party Access.’
- On the next screen, you will view all the third-party systems to which you’ve already granted access. Click ‘Add Token’ in the bottom right of the screen.
- From the dropdown, select the ‘Birdeye’ option and click ‘Create Token.’
The access token has now been created; provide this token to Birdeye support.
NOTE:
At any time, you can revoke the developer’s access to your account by clicking ‘Delete’ on this token.
To set up integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.